Roth Financial Group, Merritt Island, Florida

Newsletters

HOT TOPIC: Will Tax Law Changes Impact Your Giving Strategy?

New tax rules will determine the deductibility of donations in 2026 for better or worse, which means taxpayers may want to rethink the timing and amount of their donations for 2025 and beyond.
Wealthy Colleges Face Expanded Endowment Tax

A new tiered tax rate on the endowments of wealthy colleges and universities could affect spending on financial aid, research, and other college programs.
Surprise! It’s Retirement Time

Considering some important issues now could provide more options in the event of early retirement.
Strategies for Taking RMDs

This article provides an overview of rules, options, and strategies for taking required minimum distributions (RMDs).

Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.
College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.
Lease Payment

How much would your monthly lease payment be?
LTCI Cost of Waiting

Estimate the potential cost of waiting to purchase a long-term care insurance policy.